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SBI Infrastructure Fund vs Tata Infrastructure Fund compare
SBI Infrastructure Fund - Regular Plan - Growth
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Fund | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4788 Cr | ₹2136 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Jul 2007 | 31 Dec 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Infrastructure TRI | BSE India Infrastructure Index |
| Turn Over | 43% | 20.89% |
| Expense Ratio | 1.88 | 2.06 |
| Manager | Pradeep Kesavan | Abhinav Sharma |
| ISIN Code | INF200K01CT2 | INF277K01782 |
| Exits Load | SBI Infrastructure Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -0.92% | -3.8% |
| 6 Month | -2.92% | -6.13% |
| 1 Year | -6.62% | -13.94% |
| 3 Year | 19.73% | 15.67% |
| 5 Year | 23.7% | 23.05% |
SIP Return Analysis
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.68% | -2.73% |
| 1 Year | 6.14% | 1.52% |
| 3 Year | 13.05% | 8.65% |
| 5 Year | 18.5% | 15.5% |
Rolling Lumpsum Returns
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 8.77% | 12.35% |
| 3 Year | 11.61% | 12.94% |
| 5 Year | 11.17% | 11.56% |
Risk Management
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 13.62% |
| Sharp | 0.98% | 0.7% |
| Beta | 0.86% | 0.94% |
| Alpha | 1.44% | -2.43% |
Fund Managers
| Scheme Name | SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Abhinav Sharma |
| Total AUM | ₹434274 Cr | ₹5613 Cr |
| Funds Managed | 43 | 3 |
| SBI Infrastructure Fund - Regular Plan - Growth | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 10.35 | 9.15 |
| Large Cap | 50.63 | 32.94 |
| Small Cap | 23.53 | 39.93 |
| Mid Cap | 15.49 | 17.97 |
Sector Allocation
| Scheme Name |
SBI Infrastructure Fund - Regular Plan - Growth |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 3.23 | 2.77 |
| Energy | 14.28 | 1.13 |
| Industrials | 35.66 | 49.12 |
| Financial Services | 11.48 | - |
| Basic Materials | 13.63 | 15.36 |
| Consumer Cyclical | 2.16 | 5.06 |
| Real Estate | 2.87 | 8.18 |
| Utilities | 10.89 | 16.04 |
| Communication Services | 5.79 | 1.54 |
| Technology | - | 0.8 |
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